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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,056 | $112,729+9.2% | $98,716+24.7% | $137,256-10.3% |
| Participation rate | 47.8% | 74.2%-26.4pp | 69.3%-21.5pp | 80.0%-32.1pp |
| Annual return | 19.44% | 38.48%-19.0pp | 31.81%-12.4pp | 220.34%-200.9pp |
| Employer contribution / active EE | $896 | $2,725-67.1% | $2,279-60.7% | $4,156-78.4% |
| Participant deferral / active EE | $5,814 | $4,640+25.3% | $4,048+43.6% | $6,407-9.3% |
| Admin fee / account holder | $1,026 | $10,129-89.9% | $8,703-88.2% | $12,270-91.6% |